Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
15.6K+ 11.79% |
$1.95M - $2.24M
|
148K
$41.8M
|
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
15.5KNew |
$1.94M - $2.23M
|
15.5K
$4.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15.4K+ 4.67% |
$1.93M - $2.22M
|
346K
$97.9M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
15.2K+ 18.99% |
$1.9M - $2.19M
|
95.6K
$27.1M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
15.2KNew |
$1.89M - $2.18M
|
15.2K
$4.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
15K+ 588.24% |
$1.87M - $2.16M
|
17.6K
$4.97M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
15K+ 22.91% |
$1.87M - $2.15M
|
80.4K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
15KNew |
$1.87M - $2.15M
|
15K
$4.24M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
14.9K+ 63.63% |
$1.86M - $2.15M
|
38.4K
$10.9M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
14.8K+ 0.01% |
$1.85M - $2.13M
|
275M
$78B
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
14.7K+ 32.06% |
$1.84M - $2.12M
|
60.6K
$17.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
14.7K+ 4.75% |
$1.84M - $2.11M
|
324K
$91.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
14.6KNew |
$1.82M - $2.1M
|
14.6K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.4K+ 14.63% |
$1.8M - $2.08M
|
113K
$32M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
14.4K+ 3.59% |
$1.8M - $2.07M
|
416K
$118M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
14.3K+ 19.73% |
$1.79M - $2.06M
|
87K
$24.6M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
14.2KNew |
$1.77M - $2.04M
|
14.2K
$4.02M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.2K+ 29.23% |
$1.77M - $2.04M
|
62.7K
$17.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
14.1KNew |
$1.77M - $2.03M
|
14.1K
$4M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
14KNew |
$1.75M - $2.01M
|
14K
$3.96M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
13.9K+ 67.6% |
$1.73M - $1.99M
|
34.4K
$9.73M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
13.8K+ 46.38% |
$1.72M - $1.98M
|
43.5K
$12.3M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
13.7KNew |
$1.71M - $1.97M
|
13.7K
$3.88M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.7K+ 1.33% |
$1.71M - $1.97M
|
1.04M
$294M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.7K+ 3.94% |
$1.71M - $1.97M
|
360K
$102M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.6K+ 3.86% |
$1.7M - $1.95M
|
365K
$103M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
13.5K+ 432.4% |
$1.68M - $1.94M
|
16.6K
$4.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 6.07% |
$1.67M - $1.92M
|
234K
$66.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
13.2K+ 49.88% |
$1.65M - $1.9M
|
39.6K
$11.2M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13K+ 11.72% |
$1.63M - $1.87M
|
124K
$35.2M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
12.8K+ 135.98% |
$1.6M - $1.84M
|
22.2K
$6.28M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.8K+ 153.09% |
$1.59M - $1.83M
|
21.1K
$5.97M
|
|
|
May 11, 2023
Q1 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$1.59M - $1.83M
|
12.7K
$3.61M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
12.7K+ 13.23% |
$1.58M - $1.82M
|
109K
$30.7M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
12.6K+ 20.45% |
$1.57M - $1.81M
|
74.2K
$21M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
12.4K+ 3.68% |
$1.55M - $1.78M
|
349K
$99M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
12.4K+ 2.7% |
$1.55M - $1.78M
|
471K
$133M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
12.2K+ 23.8% |
$1.53M - $1.76M
|
63.7K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.2K+ 20.94% |
$1.52M - $1.76M
|
70.5K
$20M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.51M - $1.74M
|
12.1K
$3.43M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12K+ 7.41% |
$1.5M - $1.73M
|
174K
$49.3M
|
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12KNew |
$1.5M - $1.73M
|
12K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12KNew |
$1.5M - $1.73M
|
12K
$3.4M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11.9K+ 2.84% |
$1.49M - $1.72M
|
433K
$123M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
11.8K+ 1.59% |
$1.48M - $1.7M
|
756K
$214M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
11.8K+ 2.29% |
$1.47M - $1.7M
|
526K
$149M
|
|
|
May 15, 2023
Q1 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
11.8KNew |
$1.47M - $1.7M
|
11.8K
$3.34M
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
11.7K+ 3.89% |
$1.46M - $1.68M
|
313K
$88.6M
|
|
|
May 10, 2023
Q1 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
11.3K+ 2.34% |
$1.42M - $1.63M
|
497K
$141M
|
|
|
May 15, 2023
Q1 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
11.3K+ 31.33% |
$1.41M - $1.62M
|
47.3K
$13.4M
|